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Get your taxes done using TurboTax
Further information on my original post: TT also asks for the Value of my Traditional IRA. TT mentions that the information can be found on Form 5498. I did not receive a Form 5498 in 2023. I did receive one in 2021 when I made the nondeductible contribution. Do I need to enter the value of my Rollover IRA? If so, where do I do that?
Does this new information change your first reply?
And to clarify, I have to report the value of my Traditional IRA for a Rollover IRA distribution? They are separate accounts.
‎February 26, 2024
12:24 PM